Congratulations to all the investors of Vidhi for Tripling their investments in Seven months. Great Going.
God Bless !!!
hoping to see an update on sahyadri soon
Wish the next update would be relatively quick as well .. 🙂
Can one make a fresh investment in vidhi at cmp if previously missed????
depends on your conviction and understanding of the business. overall as its been proven its a very good stock
Thanks bro. Credit goes to you for identifying at such low levels. Holding on to it tightly. Just one query at what market cap do you think it will be trading at its fair value
you know the answers to these type of questions right…
nothing goes up in one direction but we know the business and growth is solid so we should not be worried about short term consolidation right… God Bless !!!
Its a superb company! The Promoters are holding road shows and showcasing the Company to potential FII/Investors. So re-rating happening.
your vew on deccan gold & shirpur gold after MoM clear one project of deccan gold mines
the mine was cleared for deccan not shirpur..anyways still nothing for shirpur
congrats to all the investors….this rise was much quicker than the last one.
this kind of move coming in less than a year is pretty good by any standards i would say 🙂
I’m holding Cybertech since Nov.14 at level of Rs. 70 ….seeing so much lost opportunity in terms of other stocks getting double/triple during same time. Pl. share any update,if any.thnx.
if you had the conviction to average when the call was given then you would have been sitting on around 30% profit…that’s why one should spend more time researching the stocks one known than looking at the screen
Hi Ace, I admire your efforts that you spend to reply everyone and always wonder how you are keeping your temper with all those chaos makers with multiple ids. Just want to thank you for all the efforts you put to share the knowledge to the public. Your comments are more precious than the original post itself, as I can learn how to follow the business.
Heartfelt thanks for all your efforts.
We see 90 soon…!!!
Please share your views on Astec recent results and its future potential
have not seen the results but overall its a decent company
hi in case of sharp india ..they have many products on their website and what i found out from their distributors in bangalore. but from their AR major sales are from TV and ACs . what is the reason ?? other products are not listed in the same subsidiary ??
they plan to start manufacturing other products too in future.
Please have your valuable suggestion on trident ,worlds leading manufacturer of terry towels growing at rapid rate ..also pls have your views on Artson Engg and Shreyas shipping..thanks
no change from previous views
His ace in last quarter sharp india sales has fallen from last year quarter of march 2014, but they may recover and do more sales in this quarter of June than last year and profit may also increase much than there could be rally from here on or not, please give your view on it because this is one of your starting recommendation and you have also interaction with company secretary at that time, please give your views so one can make mind on this price also
i cannot give a view on price but i am bullish on the stock. One should re-read the stock story to understand the prospects of the company and what is the bigger bet here
last year they have indicated that they are going to manufacture air purifier in india which is their patent product and they have market share of 60% worldwide if that happens from this year the seasonality of their earning will come to end because they are going to sold equally in most of quarter of air purifier because they maybe used more in September to March quarter because of weather unlike airconditioner which are seasonal in nature, it will give good push to their earnings. please give your view
where have they indicated about air purifier being manufactured by sharp india ?
I think ace you can have a look at manali petrochemicals as well.
it showed up in my stock screening continuously.
can expect it to grow and grow
and yeah vidhi was a really good pick. Dynemic hasnt picked up like its counterpart, but yeah vidhi is doing wonders.
Infact it is attracting such an attention i wont mind a p/e of 22-25 in the medium term
no change from previous opinion.
Hi what is your view on Tirupati sarjan?
Any idea on the mechanics of Dairy business in India especially from the point of view of Hatsun Agro.
Seems to have lot of entry barriers. Reasonable margins. Branded products with large sales.
They compete against Govt/Co-op which are not extremely efficient.
Price wise Hatsun is not cheap. Growth seems to be priced in. Last quarter results were very good.
Please share your opinion.
hastun as mentioned earlier is a decent company
Ace, I am still not getting while Assocaited stone is trading at very cheap valuations.. Looking at current price and expected esp if around 25 for this year it’s just trading tad above 3 PE.. Why the market is not giving fair rating to near market leader in the sector.. If we can assign a PE of 20 , it should come around at least 500 by next year.. Is there anything wrong in my assumptions.. please guide..
stop watching the screen every moment and have patience. Stock market is not a place to be an overnight millionaire. Looks like you have no conviction and understanding of what you have bought and therefore, you are letting the price decide whether a stock is good or not
I feel little harsh on this reply Ace..Anyway thanks for your help Ace.. Will follow your advice as always..
didnt mean to hurt you….but pls be patient with any stock and dont just expect it to go one way…God Bless !!!
Thanks Ace… You are always my Guru and no words to describe your service to Investor… Always looking for ur guidance whenever needed…
Thanks for the guidance. You are doing a great job.
Wanted to know your view on MIC Electronics ?
as mentioned a few quarters back… i was hoping that it turns around for good and it has it looks
can you recommend a strategy for a black swan event/ or if there is a big correction – lets say above 20%. something like 2008.
I have come up with a notion to sell a stock if it goes below 20% of the present value, so as to restrict losses. Is this fair?
I am sorry to be bothering you with this, but I started in 2007 and was shocked and scared to see my portfolio go below 60% of the value at peak. Even good stocks were beaten badly.
I find your suggestions very helpful and would like your help in this matter.
everyone should develop their own strategy as this depends on various factors like risk profile, their conviction on the stocks they own etc etc… As a strong believer in Averaging i dont like the idea of selling a stock if it goes below a certain level.
thanks fr your answer. so if there is a good company, it should keep making money and the valuation should follow…
exactly…that’s what valuation expansion, PE re-rating etc means…right…
Any hope in Moschip semiconductor,an old investment.. plz guide
no change from previous view
Would like to have your view on Zenith Fibers. Funtamentally looks good. Debt free, low PE, monopoly in their segment,good results in previous years, regular dividend paying company and Promoters holding more than 50%,
as mentioned earlier, zenith is a decent company
Today Associates Stones up 12%. @ Rs.90.00. Well done.
Plz share ur views on Ramky Infra.
sorry not interested in it
Helo Ace sir.
Plz share ur views on Ramky Infra.
how is arrow textile
what do you think?
appears to be decent.they are scaling up.sir what is your opinion
they look decent… hope they give dividends too
Gujarat Themis was booming today. Thanks to you for that find.
one should not thank me for a stock going up…all stocks eventually find their true level… God Bless
But thank u for pointing out this stock to us
Stock Prices are just a slave of company growth.. 🙂
Ace bro what are your views on Kitex and MPS ? For kitex Q1 is the weakest quarter but still it has been hammered..looks like a good opportunity
both are decent companies…
PSU banks are badly beaten even in this bull market. Do you foresee any revival in this sector?
see, they have never been wealth creators..why should anyone be interested in buying these stocks…we have so many better options
Wts ur view on precision electronics…. A defence play…… Please comment
Wts ur view on precision electronics…. A defence play… Please comment
if they get their act together..then…
Plz have a look at Indian toners looks to me a multi bagger
Sir what ur opinion about UFO moviez at present
not too keen on this one
Ace, again, ur find, mangalam drugs is on the upswing. Thank you so much!
some bit of consolidation is always good for the stock
Your views on todays’ SKM results?
have not seen the results
Skm egg reported a profit of 8.2cr ace…really great results
Sir what ur view on Lokesh machine at present situation.
UC resumes in Vidhi & Mangalam 🙂
future of skm in long run please
have already discussed it multiple times
I yesterday told you to have a look at Manali Petrochemicals.
Did You check it out?
How does the stock look to you.
Result date of some of our companies
MANGALAM DRUGS ORGANICS LTD 04-Aug-2015
ASSOCIATED STONE INDUSTRIES (KOTAH) LTD 10-Aug-2015
CYBERTECH SYSTEMS AND SOFTWARE LTD 13-Aug-2015
RAJOO ENGINEERS LTD 14-Aug-2015
thanks …this is useful information
associated kotah,their uae subsidary started ops in jun.what is likely yearly revenue from it.their company secretary didnt tell.is it going to be at par with indian company.what are likely margins going to be.did research on uae cement sector.its slowing down.
i think we have already discussed this
ur views on cantabile retail… promoters adding on
yes, it appears to be a decent bet, though i would still be inclined towards V2.
Your views on Aimco pesticides and on the complete pesticide sector overall.
Katwa Udyog: Current capacity =3000 TPD. Triple capacity means 9000 TPD. If we take 9000 X 22 (working days a month) X 12 = 2376000 TPA I.e 2.37 mtpa. Ambuja Cement Capacity is 24 mtpa and it’s market cap is 30,000 cr. Considering Katwa’s capacity is 1/10 of Ambuja, it deserves a MCap of 3000cr. Even if we attribute 1/2 of that market cap, we get mcap of 1500 cr which is ~30 times of the current market cap.
Am I right in my calculation?
you are in the right direction is all i would say though we should let markets decide the valuations… God Bless !!!
2376000 = 22.76 mtpa & not 2.37 mtpa
2376000 = 2.37 millions… i.e., 1 million = 1000000, so Krpardesi is correct…!!
As per my knowledge
1 metric ton = 1000 kg
Sir any opinion about refex industry
nothing at the moment
prima is looking good and if it can cross 82 and remain there for 2 -3 sessions a serious upmove is in the offing which can take it above 105,,btw wb ne century maar diya :).jio ace bhai..
yes, a new lifetime high …great work by the stock…
I am new into share market. Could you please suggest me one or two shares for lojg term. I am currently holding Vidhi and V2 Retail.
i think you are already holding good shares…
Thanks for the reply. I want to invest more so could you please suggest me one or two stocks.
as mentioned numerous times on this blog, portoflio management is impossible for me. there are a lot of interesting ideas mentioned on the blog pls pick the ones that you understand…if i try to give a name here, other investors might interpret as my preference to that stock. Please use your own judgement and conviction to choose a name.
spectacular results by V2 retail ace 🙂
thanks a lot for ur guidance and expertise 🙂
Edelweiss has come with a report..
yes, came to know about it. Good to know, Thanks for the update.
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